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Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricor Therapeutics is trending as investors monitor the company's aggressive legal move to reclaim commercial rights from Nippon Shinyaku, coupled with the strategic appointment of a veteran commercial officer ahead of the crucial FDA decision for deramiocel. The community is heavily focused on the potential for Capricor to launch the product independently, interpreting these developments as a major de-risking event that could unlock significant upside.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap is trending as the market reacts to the unveiling of new high-end AR glasses, sparking intense community debate over their premium price point and the company's long-term hardware strategy. While some users emphasize the potential of Snap's patent portfolio and AI integration, many are voicing skepticism regarding the device's mass-market viability and the company's leadership direction.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is facing increased selling pressure following the emergence and subsequent denial of acquisition rumors involving Lionsgate Studios, fueling community frustration over management's deal-making strategies. Investors are actively debating whether to capitalize on the recent price dip or scale out of positions, while many call for more aggressive execution of share buybacks to stabilize the stock.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

NuScale Power is capturing market attention as institutional interest in advanced nuclear energy intensifies, with investors closely watching potential multi-billion dollar investment pledges from international partners. The community remains divided between those betting on the company's long-term commercialization of small modular reactors to power AI data centers and those skeptical of its timeline and reliance on speculative funding.

Fermi, Inc. engages in the development of energy infrastructure. It intends to develop an energy and data center development campus to support the needs of to-be-built AI infrastructure. The company was founded by Rick Perry, Toby Neugebauer and Griffin Perry on January 10, 2025 and is headquartered in Amrillo, TX.

Fermi Inc

Fermi LLC

Fermi LLC is trending as investors digest news of a potential shift in corporate leadership and anticipation surrounding a binding tenant announcement. Community sentiment remains split between excitement over high-beta exposure to AI energy infrastructure and intense skepticism fueled by boardroom drama and past execution delays.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehr Test Systems is currently driving significant community engagement due to its role as a critical bottleneck-solution in the AI infrastructure and silicon photonics supply chain. Traders are actively debating the stock's high valuation multiples against its strong backlog and potential for follow-on orders from major hyperscalers, often drawing comparisons to other high-growth semiconductor picks.

Figma, Inc. is an AI-powered digital design and product development platform. The firm offers tools for teams to collaborate on the entire lifecycle of software creation. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma is trending due to a sharp decline in price following insider stock sales, fueling intense debate between retail bulls who emphasize its strong revenue growth and enterprise adoption and bearish traders who cite high valuation, stock-based compensation, and competition from AI tools. The community is focused on whether this drawdown represents a final shakeout before a potential short squeeze or evidence that software valuations are correcting alongside the IPO lock-up expiration.

Palladyne AI Corp. engages in the design, development, and manufacture of industrial robotic systems that augment human performance by combining human intelligence, instinct, and judgment with the strength, endurance, and precision of machines to enhance employee safety and productivity. Its products include Palldyne IQ and Palladyne Pilot. The company was founded by Fraser M. Smith and Benjamin G. Wolff in 2015 and is headquartered in Salt Lake City, UT.

Palladyne AI Corp.

Palladyne AI is seeing intense trading activity driven by the announcement of a Navy-linked missile development contract, which has intensified the ongoing battle between retail investors targeting a short squeeze and concerns regarding potential dilution. The community is heavily focused on the company's pivot into integrated defense manufacturing, with debates centering on whether this recent contract win will deliver sustainable revenue growth or if price volatility will continue to favor short-term traders.

Lionsgate Studios Corp. operates as a standalone, pure-play content company focused on creating, producing, and distributing premium entertainment across multiple formats and platforms. It operates through the following segments: Motion Picture and Television Production. The Motion Picture segment includes the development and production of feature films, acquisition of North American and worldwide distribution rights, North American theatrical, home entertainment, and television distribution of produced and acquired films, as well as the worldwide licensing of distribution rights. The Television Production segment covers the development, production, and worldwide distribution of television content, including series, television movies, mini-series, and non-fiction programming. The company was founded on January 13, 2024 and is headquartered in Vancouver, Canada.

Lionsgate Studios Corp. - Ordinary Shares - New

Lionsgate Studios Corp.

Lionsgate Studios is trending as traders closely monitor developments regarding potential acquisition interest, with the company currently positioned as a key topic in media sector M&A conversations. Community discussion is focused on analyzing the feasibility of rumored takeover interest while evaluating the stock's recent price volatility and the impact of the streaming landscape on its valuation.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980, and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

Sarepta Therapeutics is trending as shareholders express deep frustration over the company's persistent stock price decline, low-volume trading, and lack of clear catalysts. Community discussion is dominated by intense criticism of management's leadership, skepticism regarding the firm's reliance on gene therapy revenue versus clinical trial setbacks, and active debate over whether current low valuations represent a compelling entry point for a potential acquisition or a value trap.

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Neutral Sentiment

Hold rates steady

Cut 25 bps

Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

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